Strategic Financial Concepts’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $11.2M | Sell |
36,813
-4,049
| -10% | -$1.23M | 1.57% | 14 |
|
2025
Q1 | $11.2M | Sell |
40,862
-310
| -0.8% | -$85.2K | 2.11% | 9 |
|
2024
Q4 | $11.9M | Buy |
41,172
+2,375
| +6% | +$688K | 2.29% | 7 |
|
2024
Q3 | $11M | Sell |
38,797
-10,225,231
| -100% | -$2.9B | 3.5% | 4 |
|
2024
Q2 | $1.18M | Buy |
10,264,028
+10,228,821
| +29,053% | +$1.18M | 0.69% | 43 |
|
2024
Q1 | $9.15M | Buy |
35,207
+30,960
| +729% | +$8.05M | 2.2% | 6 |
|
2023
Q4 | $1.01M | Sell |
4,247
-24,539
| -85% | -$5.82M | 0.6% | 47 |
|
2023
Q3 | $6.11M | Buy |
28,786
+4,487
| +18% | +$953K | 2.07% | 7 |
|
2023
Q2 | $5.35M | Buy |
24,299
+2,443
| +11% | +$538K | 1.97% | 9 |
|
2023
Q1 | $4.46M | Buy |
+21,856
| New | +$4.46M | 1.8% | 10 |
|